> **What we do** — Services: CRM design, sales process architecture, funnel tracking, tech integration, ICP documentation, coaching systems, org design, pricing strategy. > Source: https://revx-agency.com/what-we-do Our services # We create strategic systems for SaaS teams that scale. A commercial engine that books meetings, closes deals, retains customers, and scales with your business. What we deliver ## A commercial engine that books meetings, closes deals, retains customers, and scales with your business. We work with SaaS founders and commercial teams at different stages of maturity. The challenges are different at each stage, and so is what we build. Find where you are below. Pre-Seed · Seed · 1-5 in commercial roles ### GTM Lab 4-month sprint Find your product-market-channel fit and build the foundation for your first commercial team. #### Where you are - Founder is the primary seller, no dedicated commercial team yet - 10-20 customers, mostly from your network or warm intros - No CRM, or a messy one no one trusts #### What you get - ✓ ICP and segment hypotheses tested across 3-4 combinations - ✓ Positioning, messaging, and persona work for each winning segment - ✓ Outbound campaigns built and operated to validate channel fit #### The outcome You stop chasing every deal and start selling intentionally. Validated channel, ICPs, segments, personas and messaging. - No sales playbook, no collateral, no transparency - Everything lives inside the founder's head - ✓ CRM setup with the right pipeline stages, fields, and reporting from day one - ✓ Weekly operating cadence and the data to run it A high-level sales process that fits them. The foundation you need to confidently hire your first SDR or AE. What comes next Clients who find fit graduate to RevOps Foundation See full details Seed · 5-15 in commercial roles ### RevOps Foundation Retainer Operationalise your validated GTM into a real commercial engine. #### Where you are - You've validated your ICP, but the team isn't running on it consistently - 5-15 people in commercial roles, but no clear ownership of process or data - CRM exists but it's a mess, no one trusts the dashboards #### What you get - ✓ CRM rebuilt and operated - ✓ TAM mapping and enrichment, who to target, prioritised and data-ready - ✓ Pipeline architecture, deal stages, fields, and automation - ✓ Sales playbook, decks, one-pagers, email templates, call scripts, objection libraries - ✓ Conversational intelligence layer, every call recorded, scored, and auto-synced to your CRM #### The outcome A commercial engine your team trusts and runs without you. CRM, playbooks, data, and handoffs all working as one system. - Sales is closing deals, but no one knows why some win and others don't - Marketing, sales, and CS each running their own playbook - ✓ Marketing, sales, and CS aligned on shared ICP, funnel definitions, and handoffs - ✓ Outbound infrastructure, lead routing, SLA workflows - ✓ Sales dashboards, pipeline health reporting, weekly operating cadence - ✓ Onboarding tracks and ramp plans for new hires New hires ramp on a real onboarding track instead of figuring it out themselves. You stop being the bottleneck, and start scaling the team that takes you to Series A. What comes next As complexity grows, clients expand to RevOps Growth See full details Series A · Series B · 15-30 in commercial roles ### RevOps Growth Retainer Scale the commercial machine into a system that compounds. #### Where you are - The engine runs, but it's not optimised - Growing pains: broken handoffs between marketing, sales, and CS - Rep performance varies wildly, no one knows what good looks like #### What you get - ✓ Advanced CRM architecture: lead scoring, custom objects, complex automation - ✓ Full customer lifecycle design: lead, MQL, SQL, SAL, opportunity, customer, onboarding, activated, renewed, expanded, churned, win-back - ✓ Stage definitions, transition criteria, SLA frameworks, and handoff workflows across marketing, sales, and CS - ✓ Conversational intelligence layer, AI call scoring, rep-level coaching gaps surfaced, and methodology adherence tracked #### The outcome Every rep measured against the same playbook. Marketing, sales, and CS moving as one. NRR becomes a metric you actively manage, not one you find out about at QBR. - NRR is unclear, expansion and upsell happen reactively - Expanding into new segments, new markets, or launching new products, and the current system can't absorb it - Marketing is becoming a real function, but it's disconnected from sales reality - The tech stack keeps growing, no one owns it, no one maintains it - You've hired managers, but they don't have the systems to lead - Forecasting is more gut feel than data - ✓ Marketing operations: campaign architecture, attribution, demand gen workflows, pipeline contribution reporting - ✓ Tech stack ownership and maintenance: CRM, outbound, enrichment, call recording, attribution, AI tools, kept clean and integrated - ✓ AI workflows for accountability and adoption: AI call scoring, automated coaching prompts, deal hygiene checks, forecast accuracy nudges - ✓ Sales playbook v2: segment-specific motions, advanced collateral, objection libraries, competitive battle cards - ✓ New-market and new-segment GTM motions: ICP, positioning, channel strategy, launch playbooks - ✓ Product launch enablement: messaging, sales training, collateral, pipeline tracking - ✓ Forecast models, growth modelling, cohort analysis, board-ready reporting - ✓ Expansion and upsell playbooks, NRR tracking, customer health scoring - ✓ Structured coaching cadences for every rep - ✓ Hiring scorecards, ramp plans, and management enablement for new team leads - ✓ Quarterly planning, target setting, and operating cadence across the org New segments, markets, and products launch through the same system instead of breaking it. The tech stack works for you instead of against you. AI workflows keep accountability and adoption high even as the team doubles. Forecasts you can actually defend in front of your board. The commercial machine that takes you from Series A to Series B without rebuilding it on the way. What comes next Companies needing revenue leadership expand to Strategic RevOps See full details Series B+ · 25-60+ in commercial roles ### Strategic RevOps Retainer Commercial leadership at the executive table. #### Where you are - You don't need another tool, you need a senior commercial partner at the table - Scaling fast, executive-level decisions happen weekly and the cost of getting them wrong is high - You're between hires: too big for a Head of Sales, not yet ready for a full-time CRO #### What you get - ✓ Everything in RevOps Growth, fully operated - ✓ Fractional CRO/CSO partnership: weekly leadership presence, exec coaching, commercial strategy ownership - ✓ Quarterly and annual planning: targets, headcount modelling, segment and product priorities - ✓ Conversational intelligence layer across the full org, deal signals, forecast inputs, and rep performance rolled up at leadership level #### The outcome A senior commercial partner at the table every week, owning the system that runs your revenue and the narrative that defends it. Board meetings without surprises. - Multiple GTM motions running in parallel, no single owner of commercial strategy - Board, investors, and leadership team all asking different questions about the same numbers - Preparing for the next raise, an exit, or a major commercial transformation - ✓ Board reporting: the metrics, narrative, and defensibility your investors expect - ✓ Forecast governance: weekly pipeline reviews, monthly forecast calls, commit/best-case/upside discipline - ✓ Fundraising and due diligence support: commercial data rooms, growth modelling, KPI defensibility, investor narrative - ✓ M&A and commercial due diligence: when you're acquiring or being acquired - ✓ Executive team alignment: CEO, CFO, CRO, CMO, CCO operating from the same commercial reality - ✓ Org design and senior hiring: when, who, and how to build out the leadership layer Forecasts you can stand behind. The commercial backbone for your next raise, your next 10x, or your exit. CRO-level partnership at a fraction of the cost, until you're ready to hire your own. See full details Alumni Partnership ### Support Retainer You've built the engine. We'll help you keep it running. Quarterly renewal For former full-engagement clients who've built internal RevOps capability and want a safety net. - ✓ Monthly CRM health check and optimization - ✓ Quarterly dashboard and reporting review Peace of mind Systems stay healthy Expert on call Input when you need it - ✓ Ad-hoc support and Slack access - ✓ Quarterly advisory call with senior consultant - ✓ Preferred rates on new project engagements Priority access First in line Continuity The partnership stays close See full details Also how we work ## Pulled in to solve specific problems. We're also engaged by mature SaaS companies, scale-ups, and PE-backed businesses to fix a well-defined commercial challenge, without a full retainer commitment. Fixed scope, fixed timeline, senior delivery. ### Strategy and Market #### TAM Mapping & Segmentation Total addressable market analysis with enriched account lists, ICP scoring, and prioritised segments ready for outbound. Sized, scored, and routed to the right rep on day one. #### Pricing & Packaging Review Pressure-test your current model against your customers, your competitors, and your next phase of growth. Outcome: a pricing structure that scales with the business, not just last quarter's revenue. #### GTM Launch Sprint Design and launch a new market, segment, or product motion. From ICP and positioning through to first outbound sequence, sales enablement, and pipeline tracking. ### Systems and Data #### CRM Audit & Rebuild Fix a broken CRM. Pipeline architecture, deal stages, lifecycle, fields, automation, and data integrity restored. Scoped and delivered fast, no rip-and-replace. #### Conversation Intelligence Layer Install conversation intelligence across every customer touchpoint: calls, meetings, CRM, website chat, support, sales email. Then structure the output into market feedback your teams can actually use: pain points, objections, feature requests, competitive intel, won/lost patterns, customer language. Routed to product, marketing, sales, and CS. A compounding learning loop that turns every interaction into an edge. #### Commercial Data Room Fundraising-ready commercial data. KPI defensibility, growth modelling, cohort analysis, unit economics, investor narrative. #### Forecast and Planning Reset Replace gut-feel forecasting with a defensible model. Pipeline coverage, conversion logic, commit/best-case/upside discipline, and a board-ready output your investors can stress-test. ### People and Execution #### Commercial Playbook Build A complete sales playbook from scratch: ICP, segments, personas, messaging, discovery framework, qualification criteria, objection libraries, talk tracks, and competitive battle cards. Designed to be used, not filed. #### Hiring & Org Design Define the roles, write the scorecards, run the interview loops, and build the org structure your next phase of growth actually needs. From SDR to CRO, executional layer to executive layer. #### Sales Coaching Sprint Structured coaching engagement for your team. AI call scoring, weekly 1:1 frameworks, deal reviews, and skill development plans. Client Results "REVx diagnosed gaps in our funnel and built scalable, repeatable sales processes. Clarity and confidence replaced guesswork." #### Peter Klit Co-Founder @ Franklin "Tobias refined our sales process, tools, and strategy. Stronger process. Improved performance. Risika is positioned for the next growth phase." #### Tim Jeppesen CEO @ Risika "Results in one month, not three. AEs closing at a pace we hadn't seen. Sharper skills, better focus, quotas exceeded." #### Zeth Edwardsen CEO & Founder @ Woomio Get in touch ## Systems that scale with you. Identify the bottleneck. Build the fix. Structure, not guesswork. FAQ ## Everything you need to know before we talk. The questions founders ask before booking a call. ### How is REVx different from a traditional GTM agency? Most GTM agencies sell campaigns or hand off a deck. We build the operating infrastructure underneath the campaigns: CRM architecture, sales playbooks, pipeline workflows, enablement, and the team rhythm to run them. We stay in the room until your team can run the system without us. ### How quickly will we see results? Most clients see the first measurable lift inside the first 30 days, usually in pipeline quality, conversion at a specific funnel stage, or rep activity. The full system, repeatable motion, dashboards, trained team, is typically in place by week 12. Results compound from there. ### Do we need to have a sales team in place already? No. We work with founder-led teams that haven't made their first sales hire yet, and we work with teams of 10+ AEs that need structure. The engagement shape changes, but the diagnosis-to-system approach is the same. If you're pre-first-hire, we'll often help you sequence those hires correctly. ### What does the onboarding process look like? Week one is a structured GTM audit: we get access to your CRM, call recordings, and funnel data, interview your team, and review your current motion. By end of week two you have a bottleneck map ranked by impact. From there we move into design and delivery, with weekly working sessions and async progress in between. ### Is this right for us if we're pre-revenue or post-Series A? We're sharpest for SaaS teams between early traction and Series B, the stage where you have something working but it's founder-dependent and not yet repeatable. Pre-revenue clients are usually a fit for our advisory engagements. Post-Series B teams are typically better served by a senior in-house RevOps hire than by us. ### How involved do we need to be day-to-day? Founders are typically involved 2–3 hours per week during the audit and design phase, and 1–2 hours per week during delivery. We do the building, you do the deciding. We never build a system you haven't signed off on, because if you don't own it, your team won't either. ### What tools or tech stack do you work with? We're CRM-pragmatic, with HubSpot as the most common stack we deploy. On the outbound and enrichment side we work across the modern stack: sequencers, call recording, enrichment, and AI tooling. We pick what fits your stage and budget, not what we have an affiliate deal with. ## GTM frameworks. Direct to your inbox. Waitlist for upcoming revenue tools. Our best playbooks delivered monthly. Subscribe You're in. Welcome to the list. Zero spam. High-signal GTM only.